The Avantis U.S. Small Cap Value ETF (AVUV) is managed by Avantis Investors, a firm known for its evidence-based approach to investing. Founded by a team of finance experts, Avantis Investors focuses on seeking higher expected returns by selecting securities of small-cap companies with favorable profitability and value characteristics. AVUV aims to capture the potential of the small-cap segment of the U.S. equity market by employing a strategy that emphasizes factors such as adjusted book/price ratio and adjusted cash from operations to book value ratio. With a commitment to active management and rigorous analysis, Avantis Investors seeks to deliver consistent performance for investors seeking exposure to U.S. small-cap value stocks.
While the Avantis U.S. Small Cap Value ETF (AVUV) primarily targets higher expected returns through investments in profitable and undervalued small-cap companies, it also offers potential dividend benefits. Dividends from AVUV are reflective of the underlying profitability and value characteristics of the selected small-cap companies within the fund. These dividends are typically distributed quarterly, aligning with the fund's investment strategy, which focuses on companies with higher profitability and value metrics relative to others in the small-cap universe. Investors seeking exposure to small-cap value stocks with the potential for both capital appreciation and dividend income may find AVUV suitable for their portfolios.
Tracking the performance of U.S. small-cap companies with a focus on profitability and value is the primary objective of the AVUV ETF. AVUV invests in a diverse range of small-cap firms across various market sectors and industries. By employing a strategy that emphasizes companies with higher profitability and value characteristics, AVUV aims to achieve potentially higher returns within the small-cap segment of the U.S. equity market. The fund's active management approach involves continuous analysis of market and financial data to make informed investment decisions, providing investors with exposure to promising opportunities within the small-cap space.
The correlation aspect of the Avantis U.S. Small Cap Value ETF (AVUV) is pivotal in understanding its behavior concerning U.S. small-cap value stocks. As AVUV aims to invest in small-cap companies demonstrating higher profitability and value characteristics, its correlation with this segment of the market is significant. Understanding AVUV's correlations with other asset classes and market sectors can provide valuable insights for investors seeking exposure to small-cap value stocks.
The American Century STOXX® U.S. Value Fund (AVUV) primarily invests in a diverse range of U.S. small-cap companies across various market sectors and industry groups. The fund aims to capture higher expected returns by selecting securities of companies exhibiting higher profitability and value characteristics, alongside smaller market capitalizations relative to others within its small-cap investment universe. Portfolio managers utilize reported and estimated company financials, market data, and fundamental ratios to identify suitable securities. AVUV's investment strategy emphasizes value and profitability metrics, with considerations for factors like industry classification, past performance, liquidity, and governance. Additionally, the fund may engage in derivative instruments and securities lending to manage cash flows and enhance performance.
The American Century STOXX U.S. Small Cap Value ETF (AVUV) provides exposure to a diverse array of U.S. small-cap companies across various market sectors and industry groups. The fund aims to achieve potentially higher returns by selecting securities with strong profitability and value characteristics, alongside smaller market capitalizations relative to its peers. AVUV's investment strategy involves thorough analysis of financial metrics such as book value, cash flows from operations, and accruals to identify promising companies. It emphasizes value characteristics primarily defined by adjusted book/price ratio and profitability measured by adjusted cash from operations to book value ratio. AVUV offers investors an opportunity to access the potential growth and value opportunities present in the small-cap segment of the U.S. equity market.
ETF Insider is a data-driven portfolio analytics and optimization platform that introduces a more efficient and practical way to visualize, analyze and optimize portfolios.
Rather than focusing on the surface-level attributes of ETFs and Mutual Funds, ETF Insider goes deeper by examining the underlying holdings of exchange traded products.
By organizing and structuring that data, investors can easily navigate within their overlapping layers.
This innovative perspective combined with modern data visualization and modeling tools, provides an entirely new approach to portfolio optimization that can quickly expose both portfolio inefficiencies and opportunities.
5 min readThe IEI ETF is a specialized investment fund that focuses on global companies in the relevant sectors. This exchange-traded fund offers investors exposure to a diverse range of innovative and cutting-edge companies engaged in advancements in the industry. Discover the potential growth opportunities and risks associated with investing in this dynamic sector through the IEI ETF.
5 min readThe IBCE ETF is a specialized investment fund that focuses on global companies in the relevant sectors. This exchange-traded fund offers investors exposure to a diverse range of innovative and cutting-edge companies engaged in advancements in the industry. Discover the potential growth opportunities and risks associated with investing in this dynamic sector through the IBCE ETF.
6 min readThe AILV ETF is a specialized investment fund that focuses on a specific sector. This exchange-traded fund offers investors exposure to a range of companies in this sector.
ETF Insider is a novel portfolio optimization tool that uses the power of data visualization to gain insight into portfolio compositions, concentration risks, portfolio efficiency and more. Complex financial data can be transformed into visually appealing and easily digestible graphs and charts, allowing investors to quickly identify trends and make well-informed investment decisions. Not only does this save time, but it also increases the accuracy and effectiveness of portfolio management.
